Morningstar Site Map

Articles


funds

4 lower-risk ways to hold WAAAX stocks

Investors seeking exposure to Australia's tech darling WAAAX stocks without the volatility could consider one or more fund managers.
personal-finance

5 lessons from the 'Witch of Wall Street'

The best advice is often timeless.
markets

Asia's rat year: pestilence or promise for investors?

Asia's Year of the Rat has begun inauspiciously, with the coronavirus crisis scaring investors after the early optimism of a US-China trade deal.
stocks

3 reasons poor stewardship doesn't mean poor performance

A trio of companies spanning broadcasting, mining services and building materials show why bad leadership is no reason to scrap them.
markets

Global Market Report - 31 January

Australian stocks are poised for a small bounce despite continued international concern about the deadly coronavirus.
stocks

Treasury at room temperature despite cheap wine glut

Growth should pick up in the second half of fiscal-2020, says Morningstar’s Adam Fleck.
stocks

9 winners managing ESG risk

These stocks are well-positioned to tackle the material environmental, social, and governance risks facing their industries.
markets

Firstlinks newsletter - 30 January

FOMO rides again, Mr Market not a fool, Tesla's surge, your input for Josh's LIC review, Oliver's 5 charts, is super best? margin lending, fresh media.
retirement

Why getting a raise can jeopardise your retirement

A boost in income can create unwanted expectations but there are solutions, Morningstar research shows.
markets

Global Market Report - 30 January

The Australian stock market looks set to open flat as Wall Street lost steam overnight after the Fed held rates and said 'uncertainties remain'.
stocks

Morningstar's tribute to Jack Bogle

There has never been anyone who has given more to investors and taken less in return than Jack Bogle.
stocks

BorgWarner swoops on Delphi in EV powerplay

BorgWarner's acquisition of Delphi Technologies creates a one-stop shop for carmakers and compelling value for shareholders, says Morningstar.
retirement

Brace for super cap increase, SMSF trustees warned

Retirees are being urged to talk to their accountant  ahead of a mooted increase in the $1.6 million super balance cap.
stocks

Chip makers: opening our cars and our minds

Accessing your car via smartphone, robots detecting your emotions, cars that detect danger: the semiconductor sector may be overvalued but it hasn’t stopped innovating. \n 
markets

Global Market Report - 29 January

Australian shares look set to regain ground lost in their worst day of trading for the year as Apple led a recovery on Wall Street.
stocks

Travel and tourism companies face coronavirus fallout

To gauge the effect of the quickly spreading coronavirus on the companies we cover, we look back at SARS.
markets

The year of ESG and the ETF: 2020 investment trends

A new survey shows demand for sustainable investing is forcing wealth managers to alter their portfolios, while low rates will continue to boost inflows into passive funds.
markets

Global Market Report - 28 January

Australian shares are poised to fall when trade begins after the long weekend amid fears the spread of the deadly coronavirus will hurt global markets.
markets

Note from the editor - 25 January

Checking your financial 'vital signs'; sorting the good super funds from the bad; fixed income; infrastructure dividends; names to watch; Kaufland's exit; BlackRock's clout.
personal-finance

Investing basics: It's a trap! Dividend traps and how to avoid them

A company's dividend yield can to lure investors into risky corners of the market, exposing them to financial distress, dividend cuts, and share price declines.
markets

Global Market Report - 24 January

Australian stocks are poised to claw back ground lost as the market posted its worst day for 2020 amid profit warnings and continuing fears about the deadly virus outbreak in China.
markets

Global Market Report - 23 January

Australian stocks are poised to open lower despite a rebound on US markets as health authorities around the world took steps to contain a deadly virus outbreak in China.
personal-finance

5 vital signs to check your financial independence

Clear metrics toward financial independence can help you make better financial decisions
stocks

Mixed fortunes for these 5 dividend plays

Alongside airports, roads and railways are also prized for their dividends.
stocks

German discounter’s shock exit boosts Woolies, Coles’ fortunes

The decision by Kaufland to axe plans to open in Australia removes a competitive threat.
markets

Firstlinks newsletter - 23 January

5 big demographic changes; ASX fire impact; 3 LIC fee points; Aussie stocks in China; your share returns; retiree risk rethink; rogue AI; super access.
stocks

Kraft Heinz on the comeback trail

As the faltering firm works toward a turnaround, patient investors should consider its undervalued shares.
stocks

WiseTech investors brace for 'explosive' result

Software provider WiseTech is bracing for more share price volatility as investor scepticism grows ahead of its much awaited response to criticism from short sellers.
stocks

The stocks to watch this decade

Big data and analytics, networks and computer systems, energy and medicine: just some of the big tech themes for the 2020s. Here are the names that stand to benefit.
markets

Global Market Report - 22 January

Australian shares look set to open higher after a pullback in US markets overnight.
stocks

3 foodie stock picks

Sarasin's Jeneiv Shah looks at three stocks across the food chain, including one company trying to stop cows from burping.
etfs

5 tips for trading ETFs

When do you buy? When do you sell? How do you get the price you want? It is always a good time to brush up on what constitutes good hygiene when transacting ETFs.
personal-finance

9 ways to get fixed income exposure

Equity market volatility, low rates and diversification benefits are some of the reasons to consider credit assets.
markets

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 17 January.
retirement

Is your super fund swimming or treading water?

Australian super funds delivered a record-breaking eighth straight year of positive returns to members in 2019.
markets

Global Market Report - 21 January

The Australian market looks set to open flat after a five-day bull run with no firm offshore leads due to a holiday in the US.
funds

4 lessons from BlackRock's bold sustainable investing statement

Chief executive Larry Fink charts an ambitious path for sustainable investing to become accessible and accepted. What will it take to succeed?
funds

Tackle climate change or lose investors, companies warned

The bushfire crisis has inflamed debate on climate change and louder calls for action are tipped to force companies to reduce their carbon emissions or risk losing big investors.
markets

Global Market Report - 20 January

Australia’s share market is tipped to open on a high after another record close on Wall Street.
markets

Note from the editor - 18 January

US-China trade truce drives markets higher; stocks rise; rain falls; BlackRock dumps thermal coal; sustainable investing goes mainstream.
stocks

Insurers' earnings withstand bushfire threat for now

Bushfire claims have eaten into IAG and Suncorp’s natural hazard allowance but reinsurance provisions protect their earnings for now, writes Morningstar analyst Nathan Zaia.
funds

Morningstar Sustainability Solutions webinar

Donna Lopata, manager research analyst, and Hanne Gravås, Customer Success Manager Team Lead, take high level look at some of the approaches to sustainable investment, using Morningstar Adviser Research Centre.
markets

Global Market Report - 17 January

Australian shares are poised to steam further ahead into record territory as US markets hit record highs.
stocks

3 Aussie stocks with China ties

As the newly inked initial trade deal between the US and China appears set to roll back some tariffs, we look at how these China-exposed Australian companies have fared recently.
funds

BlackRock goes cold on coal and makes climate change its benchmark

The world’s largest asset manager just became the world’s largest sustainable investor.
etfs

Active ETFs poised to make a move in 2020

2020 could be the year in which Australia's active managers intensify their efforts to get a piece of Australia's $60bn ETF pie.
markets

Morningstar's predictions for 2020

A contraction in housing starts; advances in electric vehicle technology; Trump re-election; a rate cut; and another tough year for banks - just some of what's expected.
stocks

Amazon Fresh finally ready for Prime Time

The market is underestimating the potential impact of Amazon Fresh, which Morningstar expects to be e-commerce's breakthrough story for 2020.
markets

Firstlinks newsletter - 16 January

Why geared funds won; Montgomery optimism; insto pessimism; 20 great tips for retirees; best ways to donate for fires; hybrids v TDs; poacher changes.
markets

Global Market Report - 16 January

Australian share prices appeared headed for another record day after US stocks rose with the signing of a long awaited trade deal with China.
markets

Mr Market isn't so foolish, after all

Ben Graham's powerful metaphor for the way markets operate, one of John Rekenthaler's first investing lessons, is beguiling but largely inaccurate, he writes.
markets

The cannabis investing outlook in 5 charts

The cannabis market is on track for a ninefold increase over the coming decade as legalisation gathers pace across the US.
markets

Global Market Report - 15 January

Australian share prices are set for a flat start after US stocks fell late on news that the US would likely maintain tariffs on Chinese goods until November as part of a trade deal.
markets

Morningstar Adviser Research Centre: year in review 2019

Morningstar analysts look back at a year marked by a plunge in interest rates, shocks for the banking sector, China's vast appetite for iron ore, and the Coalition's upset election win.
funds

Morningstar enhances Manager Research ratings

Morningstar Australasia's director of manager research ratings Aman Ramrakha runs through the recent enhancements to the ratings methodology.
stocks

Understanding the emissions challenge

Investments in renewable power generation are most impactful for reducing full-cycle emissions, followed by increasing natural gas production.
stocks

3 European stock picks for 2020

Unloved cable companies and property firms provide some of the best opportunities in Europe, says T. Rowe Price's Dean Tenerelli. 
markets

Global Market Report - 14 January

Investors are hopeful of a good day trading on the Australian share market after US technology companies gained good results and optimism grew about a US-China trade deal.
funds

ESG now a vital business consideration

As Australia’s small business sector calls for more action to reduce the risks from disasters such as bushfires, we look back at how environment, social and governance principles have become a vital business consideration.
stocks

An ethical path to high profits

There are ways to find companies that are both good corporate citizens and cash flow generators, writes Morningstar Investment Management's Peter Bull.
markets

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 10 January.
markets

Global Market Report - 13 January

Australian share prices appear headed for a flat start to the trading week but a looming US-China trade deal could change investors' mood.
markets

Note from the editor - 11 January

We're less than two weeks into a new decade, but it feels much later given how much has happened.
stocks

N American healthcare plays standing strong in face of ESG risks

A new Morningstar report identifies which big-name health companies are inoculated against environmental, social and governance risks.
stocks

3 global picks in aerospace and defence

British engine maker Rolls-Royce leads a group of global aerospace and defence companies that boast competitive advantages and compelling value, says Morningstar.\n 
stocks

Best of 2019: Why Iluka is bucking the mining company trend

In May 2019, Morningstar's Mat Hodge explained why this rare earths company provides a different exposure to consumer materials, and has a clear path to revenue growth.
markets

Global Market Report - 10 January

Early gains are expected on the Australian share market amid optimism about a US-China trade deal.
stocks

How the Morningstar Best Ideas list did in 2019

We put our best stock ideas under the microscope.
stocks

Spark stands out as a defensive value pick

Among the seven utilities in Morningstar Australasia's research stable, Spark Infrastructure stands out as a defensive play trading below its fair value estimate.
markets

What happened to the Santa Rally?

Investors in Australia's largest companies were denied a late Christmas gift as the Morningstar Australia Index slid into negative December returns for a second year running. 
markets

Firstlinks newsletter - 9 January

Why investing is like eating; your decision-making pyramid; internal ASIC email on LIC fees; fires reveal underinsurance; investing decade; free ebook.
markets

Global Market Report - 9 January

The Australian share market is poised to gain after US President Donald Trump indicated he would not respond militarily to Iran's missile strike on US troops in Iraq.
funds

Top-performing global bond funds of 2019

Investor demand for credit assets held up better than many expected last year amid record interest rate lows and continuing US-China trade tensions.
stocks

Best of 2019: how to pick stocks like Warren Buffett

In this Best of 2019 video, Morningstar director of investor education Karen Wallace reveals how Warren Buffet benefited from sniffing out companies with competitive advantages.
personal-finance

Year-end portfolio review: 4 easy steps

With the holiday season winding down it's time to check on your portfolio's health.
stocks

Best of 2019: Coles, Woolies and shareholders face tough facts

In 2019, we checked in with retail analyst Johannes Faul who explained how margin pressures affected supermarket giants Woolworths and Coles, and how the market reacted.
stocks

10 reasons why Morningstar is lovin’ McDonalds

At McDonald’s in 2020, expect more chicken sandwiches, expect more plant-based meat offerings and expect less fraternising between management and staff.
markets

Global Market Report - 8 January

The Australian share market is set for a flat open amid concerns from US investors over escalating tensions between Washington and Tehran.
markets

Morningstar runs the numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended 3 January.
markets

Global Market Report - 7 January

The Aussie share market is poised for a modest recovery after the US market rebounded despite ongoing conflict between the US and Iran.
stocks

14 pockets of value in an overheated US market

Tech’s overheated, but energy and consumer stocks are going cheap. That’s the one-line takeaway from Morningstar’s US equity outlook for the first quarter of 2020.
stocks

Highest dividend-yielding stocks of 2019

Commodities players, a fuel distributor and a media company were among the highest dividend-paying stocks in 2019, and they're tipped for similar success in 2020.
stocks

Best of 2019 videos: Warnes' downturn warning for investors

In our look back at 2019, Morningstar head of equity research Peter Warnes identifies the performers of this earning season and issues a warning to investors of what action to take as uncertainty builds.
markets

Global Market Report - 6 January

The Australian share market is set to edge lower following renewed tensions in the Middle East and a contraction in US manufacturing which caused Wall St to fall.
stocks

Top-returning Aussie property stocks of 2019

Real estate investment trusts Mirvac and Stockland were among the top-performing listed property stocks of 2019, delivering returns as high as 50 per cent.
markets

Record runs and how 2019 became a hunt for yield

An upset win for the Coalition. The death of a divisive debate on franking credit entitlements. A zero in front of the official cash rate. A stock market surge. 
stocks

Stocks that soared in 2019

A look at the top performers of the Morningstar Australia Index, the top stocks in our coverage universe, and four stocks that are undervalued
funds

10 reasons many fund managers are now blank spaces

It looks easy from the outside, but asset management is a tough game. Winners can win big, but there are far more strugglers.
personal-finance

Investing basics: the brilliant but boring keys to financial success

Stop looking for investment alchemy; it's the boring stuff that really matters.
markets

Global Market Report - 3 January

The Australian share market is set for an early boost after Wall Street hit fresh record highs overnight on easing trade tensions and fresh stimulus for the Chinese economy.
stocks

Bargain Asian stocks for your 2020 watchlist

Morningstar’s Asia Equity Market Outlook contains several five-star stocks, spanning communication services, industrials, consumer cyclicals, and financial services.
personal-finance

Investing lessons from the past 25 years

On becoming a minimalist, focusing on the really important allocations, and talking about hard stuff.
markets

Firstlinks newsletter - 2 January

Chris Cuffe's favourites from 2019, free ebook of our best interviews 2013 to 2019, Buffett warning, summer reading list, review 2019 & preview 2020.
markets

Global Market Report - 2 January

The Australian share market faces an uncertain start to the new decade as a New Year's Eve rally on Wall Street and bleak futures data hint at opposing prospects for local stocks.
retirement

New super fund league table should be taken with a grain of salt

The regulator's new ranking system for superannuation funds has shaken up the industry, but investors have been warned not to over-react to some of the early indications.